Navigating AI's Role in Wealth Management: Data Security and Ethics

As #AI continues to evolve, it’s raising important questions around #DataSecurity and responsible use in #WealthManagement.

In this InvestmentNews article, our Wealth Advisor and Director of Technology and Cybersecurity, Shane Cummings, CFP®, AIF® , shared that firms should carefully review AI vendor agreements and understand how client data is handled before adopting these tools.

To learn more, check out the full article by Leo Almazora: https://loom.ly/hTRpboc